NHP data from $Regeneron Pharmaceuticals (REGN.US)$ 's new s...
NHP data from $Regeneron Pharmaceuticals (REGN.US)$ 's new slide deck is very relevant for the weight loss space.
Combining pure anti-Myostatin antibodies with Semaglutide was marginally effective in NHPs in preventing muscle loss. I believe that for that reason, $Scholar Rock (SRRK.US)$ and probably also $Biohaven (BHVN.US)$ are likely to disappoint.
Additionally blocking other ligands like Activin A dramatically improves body composition. That is what $Eli Lilly and Co (LLY.US)$ , $Keros Therapeutics (KROS.US)$ and now also $Regeneron Pharmaceuticals (REGN.US)$ is trying to accomplish. In terms of market cap, $Keros Therapeutics (KROS.US)$ is clearly the most levered play.
Combining pure anti-Myostatin antibodies with Semaglutide was marginally effective in NHPs in preventing muscle loss. I believe that for that reason, $Scholar Rock (SRRK.US)$ and probably also $Biohaven (BHVN.US)$ are likely to disappoint.
Additionally blocking other ligands like Activin A dramatically improves body composition. That is what $Eli Lilly and Co (LLY.US)$ , $Keros Therapeutics (KROS.US)$ and now also $Regeneron Pharmaceuticals (REGN.US)$ is trying to accomplish. In terms of market cap, $Keros Therapeutics (KROS.US)$ is clearly the most levered play.
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